Meta Plans to Monetize AI Infrastructure
Meta Platforms (NASDAQ: META) is exploring plans to sell access to its artificial intelligence (AI) computing power and models, potentially generating significant revenue by 2030 when cloud computing revenue is projected to reach $2 trillion. On July 1, 2026, the announcement caused Meta’s stock price to spike by 8.6% during the following trading day. The company is considering offering either pure computing capacity or access to AI models, similar to Amazon’s Web Services Bedrock platform.
Conversely, CoreWeave (NASDAQ: CRWV), a client of Meta with a $21 billion AI cloud capacity deal through 2032, saw its shares plummet by 14% following the announcement. The possibility of Meta entering the cloud market raises concerns about CoreWeave potentially losing a significant client while gaining a competitor, increasing pressure on its share price.
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